Surplus Lines Fundamentals

On demand • Online
For insurance professionals seeking an introduction to E&S


The Surplus Lines Fundamentals online course was developed by The Institutes, in collaboration with WSIA. The course was created as an Excess & Surplus Lines “primer” for anyone seeking to understand how the surplus lines market works and ideal for training new hires working for surplus lines insurers, wholesale brokers, managing general agents, and program managers. It is also an appropriate course for retail agents and brokers who want to learn how to access the surplus lines market when they encounter a hard-to-place risk. This course also offers surplus lines curriculum for risk management programs. 

This online course is eligible for three CE credit hours

Registration and Fees

  • WSIA subsidizes the cost of the course (normally $69 with CE credits or $60 with no CE credits) for up to 100 employees in a member firm in a calendar year
  • $16.25 for the course, including CE exams and credits
  • $15 for the course only (no CE exams or credits)

To request program access, please contact Lindsay Holland, lindsay@wsia.org.

If you are a non-member, you may access the program through The Institute's Surplus Lines Fundamentals course page by paying the standard program fee.